Caitlin Allard

Caitlin brings over 17 years of experience in corporate and personal financial planning. Prior to joining WCG, she developed detailed comprehensive financial plans for high-net-worth clients at small RIAs. She began her career working as a financial analyst for an international non-profit as well as mid-sized corporations focusing on budgeting and analysis.

Caitlin is a Certified Financial Planner® and Enrolled Agent and holds the Series 65 license. She graduated from the University of Virginia with a B.A. in Economics and holds a M.A. in International Commerce and Policy from George Mason University.

Caitlin lives in the Middle Peninsula region of Virginia with her husband and two dogs. She enjoys running, watching and playing sports, and is involved in two local non-profit organizations.